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Strategies & Market Trends : Young and Older Folk Portfolio

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livwell

To: chowder who wrote (9807)	9/22/2024 10:38:59 AM
From: goldcountry	1 Recommendation Read Replies (2) of 21907

I'm intrigued by your philosophy about spreading your CEF exposure across many CEFs to avoid distribution cut disrupting your income flow in this portfolio. You have a large number of CEFs within the same strategy (equity, convertibles, municipal, etc.). Seeing a cut in one of these could be the canary in the coal mine that might allow you a couple of weeks to safely rotate out of others before they inevitably cut as well and see their valuations fall. I like it! QUESTIONS for CHOWDER and ALL 1. Did you identify a certain percentage of your portfolio that you would invest in CEFs? a. How did you determine this amount? 2. How did you select the strategies of CEFs that you would invest in? a. Did you aim for a certain percentage of your CEF portfolio allotment in each bucket? b. How did you identify the individual CEFs in each bucket? 3. Do you track the changes in discount/premium with any regularity to rotate in and out of your CEFs or buy and hold as long as the distributions remain constant?

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